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How to Talk to Clients About Asset Allocation and Truly Be Understood

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Advisors take investment selection strategies for granted. But for some clients this advice can sound like a different language. Advisors may live in a 60/40 world. But clients don’t.  The long-standing hypothetical allocation between stocks and bonds (or some twist on that ratio) is said to bring the proper balance of portfolio risk and reward. Yet what should an advisor do when a client has her own view of risk exposure?

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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800


Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303


Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


Email

Info@stawealth.com

For directions to our Houston office, click here.